How do I charge a client for their booking in person?
How do I charge a client for their booking in person?
Walking through the checkout process from the appointment details page, or the class roster, collect partial or split payments.
Written by Chelsea
Updated over a week ago
How to charge a client for an appointment
- Click on the appointment to open the Details page and select the Checkout button at the top right (the grocery cart icon)
- Review the Pricing and use the three vertical dots menu to the right of the service to edit the price if necessary
- You can add additional items to charge if you like (like a product), and can add a discount too!
- Or you can also add a discount to a specific line item by clicking the three vertical dots along the right
- Once you've reviewed your ticket items, click on the "Continue" button
- On the next page, select the Payment Method: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..."
- After choosing your payment type, you'll see the option to add tip and the optional Signature
- After clicking the Pay button, you'll then have the option to print or email the receipt for the client
How to process a payment for a class/workshop
- Open the Class Roster and click "Checkout" to the right of the client's name
- Review the Pricing and go back to the appointment Details to adjust, if needed
- You can add additional items to charge if you like (like a product), and can add a discount too!
- Or you can also add a discount to a specific line item by clicking the three vertical dots along the right
- Once you've reviewed your ticket items, click on the "Continue" button
- On the next page, select the Payment Method: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..."
- After choosing your payment type, you'll see the option to add tip and the optional Signature
- After clicking the Pay button, you'll then have the option to print or email the receipt for the client
How to collect a partial payment for an appointment or enrollment
- Click on the appointment to open the Details page and select the checkout button at the top right
- By the service your client wishes to pay for on the ticket, click on the three vertical dots and select "Accept Payment"
- Review the price by "Payment" and adjust as needed
- You can add additional items to charge if you like (like a product), and can add a discount too!
- Once you've reviewed your ticket items, click on the "Continue" button
- On the next page, select the Payment Method: Credit Card, Cash, Check, Gift Card, or Other. If you wish to use a card on file, you can select "Credit Card" and then select "Charge A Card Ending in..."
- After choosing your payment type, you'll see the option to add tip and the optional Signature
- After clicking the Pay button, you'll then have the option to print or email the receipt for the client
How to collect a split payment for an appointment or enrollment
- Open the appointment details for the appointment you'd like to charge, or the class roster for the class you'd like to charge, and open checkout
- Beside the service or enrollment, click the three vertical dots
- Choose 'accept payment'
- Enter the amount you'd like to collect for the first tender type
- Click the 'continue' button
- Select the tender type
- Click 'complete'
- Click 'done'
- Re-open checkout
- Confirm the amount to charge for the remaining balance, and click 'continue'
- Select the second tender type
- Add a gratuity if you'd like
- Click 'complete'
- Click 'done'
What's Next?